New Salesforce accounts create new organizations in Zendesk
Connectors: Salesforce, Zendesk Functions: If/Else, Error Handling
Connectors: Salesforce, Zendesk
Functions: If/Else, Error Handling
We use Salesforce to track all of the companies we work with, and once an Account is added in Salesforce we want that entity to become an Organization in Zendesk. This is currently a manual process, and mistakes get made too often. We need a way to automate this process to eliminate the errors and remove the costly double-work.
We can build a FLO that monitors Salesforce for any new Accounts. We can then use Azuqua’s Zendesk integration to check if an Organization already exists with the same name. If the Organization does already exists, we return that as a message. If an Organization doesn’t exist, we simply add it to Zendesk.
Extend this FLO
Adding a Continue If card could filter out Salesforce Accounts by any criteria in the record. You could also add a notification component using Slack or any of Azuqua’s email options.
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